The DEVONtechnologies Blog

Articles tagged with workflow

September 27, 2022

DEVONthink or the Finder?

Cuddling icons of DEVONthink and Finder.

As people trial DEVONthink, they occasionally ask, “Why don’t I just use the Finder?” or “Isn’t DEVONthink just a Finder replacement?” While both are legitimate questions, the Finder is still central to your Mac. Here’s a brief comparison of some of their features. (more)

September 20, 2022

How to Use Table of Contents

Screenshot showing the Table of Contents inspector in DEVONthink.

In many documents, there is a need to divide content, breaking it into discrete sections. Navigating those sections can be done with the help of a table of contents. Fortunately, DEVONthink can display such a table in certain documents. Here’s how you can use it. (more)

September 6, 2022

Seven Ways to Move Documents

Screenshot, showing the move-to popover in DEVONthink 3.

One of the fundamental strengths of DEVONthink is the various ways of organizing documents. But as the databases grow, you may find it a little harder to put your documents in the appropriate locations. Here are seven simple ways to move documents around inside their databases. (more)

August 30, 2022

How to Use Extended Selection in iOS

Screenshot showing a floating selection using the application switcher in iOS.

When handling items in DEVONthink To Go, it happens that you need to deal with more than one at a time. Perhaps you want to email several documents to someone. Or maybe you need to copy them to a shared folder in Dropbox and don’t want to share them one by one. Here’s how to quickly select and handle multiple items. (more)

August 23, 2022

How to Import Smart Mailboxes

Screenshot showing the smart mailbox editor in Apple Mail.

When it comes to email, most of us will have to admit we have way too much. If you’re an Apple Mail user and need to clean things up, smart mailboxes can help you keep things in order. Here is how you import these smart mailboxes to DEVONthink. (more)

August 16, 2022

How to Create Annotations on iOS

Screenshot showing the information pop-up of a document in DEVONthink To Go.

Sometimes you need to take some notes on a document. For this purpose DEVONthink offers annotations. Annotations are separate text documents that are attached to a document and are therefore suitable for making notes about it. Here’s how you easily create and use annotations in DEVONthink To Go. (more)

August 2, 2022

How to Use Filing and Moving

Screenshot showing the item list and the smart rule editor in DEVONthink.

In a previous blog post on smart rules, we discussed how to organize DEVONthink documents in an automated fashion. In this post we briefly touched on the File action, but some people have wondered why not just use the Move action. Here’s the difference between the two. (more)

July 19, 2022

How to Open Documents Externally on iOS

Screenshot showing the document provider in the sidebar of Apple Numbers.

DEVONthink To Go supports creating and editing some native file types, e.g., plain text, rich text, or Markdown. And while it supports importing many other formats, those can’t be edited in DEVONthink To Go. Here’s how to open those documents in an external application. (more)

July 12, 2022

How to Access Today's Files

Screenshot showing the today smart group.

When working in DEVONthink, it is not unusual to have more than one database open, navigating back and forth between groups. As you open, close, create, and edit documents, it’s not uncommon to eventually lose track of something. Fortunately, smart groups can help corral these files. (more)

June 21, 2022

How to Use Workspaces

Screenshot showing the workspace menu in DEVONthink

Imagine you have a set of databases you open to work on a specific project. Or a database you occasionally use and open in three windows side-by-side. While it’s possible to manually open databases and windows, DEVONthink has a special function to make this a more dynamic process: Workspaces. (more)